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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,254 | $92,743-95.4% | $82,744-94.9% | $134,532-96.8% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.3pp | 81.2%+11.6pp |
| Annual return | -19.40% | 946.63%-966.0pp | 702.22%-721.6pp | 418.27%-437.7pp |
| Employer contribution / active EE | $567 | $3,273-82.7% | $3,008-81.2% | $4,741-88.0% |
| Participant deferral / active EE | $632 | $4,802-86.8% | $4,395-85.6% | $6,401-90.1% |
| Admin fee / account holder | $143 | $5,977-97.6% | $5,325-97.3% | $11,429-98.8% |